Innoviva Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-15.8%projected annual EPS growth
Analyst Coverage
4analysts covering
FY Revenue (est.)
$446.5Mnext fiscal year
FY EPS (est.)
$1.91next fiscal year
Monitoring Framework
Key Performance Indicators
Innoviva Specialty Therapeutics (IST) US Net Product Sales Quarterly34.2M
Gross Royalty Revenue from Glaxo Group Limited (GSK) Quarterly58.6MTarget: Maintain resilient royalty inflows from Relvar/Breo Ellipta and Anoro Ellipta to fund strategic diversification
IST Net Product Sales Year-over-Year Growth Rate Quarterly3,700.0%Target: Sustain high double-digit organic growth to offset legacy respiratory patent cliffs
Watch Items
- Commercial launch and market uptake of NUZOLVENCE (zoliflodacin) for oral suspensionTrigger: Commercial launch planned for the second half of 2026Action: Monitor commercialization partnerships, physician adoption, and initial sales trajectory in the US urogenital gonorrhea market
- U.S. commercial uptake of ZEVTERA (ceftobiprole medocaril sodium for injection)Trigger: U.S. commercial availability commenced in mid-2025Action: Track quarterly hospital formulary additions and market access achievements reported by commercial teams
- Clinical milestones within strategic healthcare investmentsTrigger: Armata's expected Phase III start and Syndeio's Phase II readout in major depressive disorder in 2026Action: Evaluate clinical trial progress and potential non-royalty, non-IST revenue streams unlocked by these assets
- Execution of the $125 million share repurchase programTrigger: Cumulative repurchases of $25.0 million (1,198,921 shares) through Q1 2026Action: Assess the pace of capital deployment and its impact on shareholder returns and liquidity
Research as of 20 Jun 2026